https://dudodiprj2sv7.cloudfront.net/product-logos/4Z/KK/EE8IL478GQWG.PNGClarizenClarizen - Great for Teams2018-11-16T18:46:39.025ZThe professional services departments use Clarizen to manage customer implementations. It helps us track project cost/scope/time and also allows us to keep project records tied to that information. We store information about project contacts, documents like the statement of work, requirements, and signatures on the project plan. We use color coding to track project statuses and we add notes which are pushed to internal management teams about the project status.,Real time updates: as a web based solution when I update a timeline my manager and team can see the updates as soon as they refresh their view
Highlighting what changes and the critical path: I can set up a view that marks items on the critical path and I can set up a view to highlight any dates that change based on a change I make earlier in the plan. This makes slashing timelines much much easier than most programs.
Collaborative notes: you can @ team members when adding notes. This is a great way to share project specific comments and also the system keeps a record of these conversations which can be useful for post mortems.
Reports: You can create custom reports and share them with your team so they can pull similar reports for their own projects,Export: I'm not wild about the export options. We created a custom project plan formatter to turn the ugly export in CSV to a customer facing color coded PDF. It's not super easy to give your customers something pretty to look at (although they do offer PPTs)
Gantt Charts: All I want in life is a nice little high level set of milestones to pop into a slide I'm showing to a steering committee. It's just not something the system does. I've just had to screen shot a hard to read gantt from the system or recreate in PPT or Visio. No fun
Speed: I am not sure what's going on here but Clarizen can be pretty slow to update small changes to project plans. It's rough when you have a laundry list of changes to make but the system is waiting,9,We use the time tracking reports to help identify types of projects for which we're under charging for implementation fees
We use the notes tracking for assisting with post mortems when projects go off the rails
We use the tracking of ARR and implementation fees to pull together reports based on go live that let us know how we're tracking towards our yearly goals,Microsoft Project,JIRA SoftwareSarah MeerschaertClarizen, time tracking, but on a smaller scale2018-12-14T17:18:38.184ZOur team used to use Clarizen to track employee time and expenses. Time tracking is imperative to what we do, and we use the information we gain from time tracking in numerous ways across our organization. From a project management standpoint, Clarizen was the software we turned to house and mine that data, while also tracking expense reports.,Time tracking functionality. This was probably the most important aspect of Clarizen for us, and as far as time tracking software goes, it gets the job done.
Expense report functionality
Backend reports and analytics of time tracking,Yes, Clarizen has time tracking functionality. But in the end, so does much other software, and they do it with a better, less confusing interface which is one of the reasons our organization ended up switching. The platform was crowded and made it confusing for users who only used it to track time (like me).
Our organization also wanted software that would better house PTO information, in addition to time tracking, and Clarizen's program wasn't efficient enough.
The point above also goes with expenses. We wanted a more diligent and robust expense report system. For our needs, Clarizen wasn't it.,6,Time tracking, of course, has a big impact on ROI, as we can see what and how much time is spent on certain projects and clients, therefore better letting us scope and forecast future projects. That said, this is not something that is individual to Clarizen. The same goes for any time tracking software.,OpenAir PSA,Sprout Social, Buffer, RingCentralVerified UserThe Single Most Important Thing You Need To Know About CLARIZEN2018-12-14T17:00:13.073ZClarizen is used across our entire organization for client project management, project financial reporting, and time and expense reporting. We use it as a core project management tool for our professional solutions, as well as for internal projects and time management.,Highly customizable, can develop organization specific workflows, modules, etc.
Interface (in most instances) is easy to use. Timesheets, project details, and report modules are fairly easy to navigate and understand.
Good comms tools like discussions, group pages, automatic reminders and notifications.,Reports can be difficult and confusing to build, and don't have a lot of flexibility in terms of layout or formulas.
Expense reporting module is not user friendly, lacks ease of use of most competeing tools.
Mobile app is limited in functionality and difficult to navigate.
Integration with CRM and accounting tools can be difficult and costly, especially if you have customized your Clarizen build.,6,Increased accuracy in our resourcing forecasts, leading to more efficient utilization of staff based team members
Centralized communications around projects, reducing standing progress update meetings and comms,Domo, Mavenlink and Smartsheet,Salesforce Commerce Cloud, Sage Intacct, SmartsheetVerified UserClarizen too clouded by gratuitous features2017-11-30T22:43:44.810ZClarizen was implemented across the whole company when I started working here. It was used for time tracking, timesheet submission and client workload accountability. It addressed the problem of tracking time across multiple client projects in an accountable way for the HR team but was not well liked by the general users.,Clarizen's timesheet submission process was straightforward.
Searching for projects/time codes was easy.
Clarizen tried to offer workplace management and communication features, though we did not use them.,The user interface could use work, it's very busy.
For our purposes, Clarizen had too much going on. We did not use the "status" or chat features, it should try to focus on doing some things very well instead of being an all-in-one offering.,6,As an employee using it for time tracking, I did not see the ROI. We have since switched to Open Air.,Open Air, Harvest and Trello,Sprout Social, Trello, SlackApril MullerClarizen, great for project management across large orgnizations2017-11-22T18:01:19.531ZOur company has hundreds of projects running at the same time. Clarizen is used for planning out work weeks, time tracking and internal communication across teams.,Resource Allocation - Understand how many projects are going at once, forecasts how many hours are needed to complete a project and understand which resource is the best fit for the project.
Internal Communication - Clarizen allows for a place to discuss specific tasks or projects between the project team. The ability to leave notes on the task level allows the entire team to review decision points and helpful information that has caused a delay.,Gantt charts and combining all projects our company is working on to view at an overall level could be better.
Better/easier connectivity with other 3rd party software that we use on a day to day basis would be helpful.,7,Our company decided to switch to clarizen 5 years ago and have not looked back sense.
Putting a dollar amount on the positive ROI it has had is really hard to do, the more you invest time into the program the more it can benefit your company.,,Salesforce Analytics CloudMatthew Tate

The professional services departments use Clarizen to manage customer implementations. It helps us track project cost/scope/time and also allows us to keep project records tied to that information. We store information about project contacts, documents like the statement of work, requirements, and signatures on the project plan. We use color coding to track project statuses and we add notes which are pushed to internal management teams about the project status.

Real time updates: as a web based solution when I update a timeline my manager and team can see the updates as soon as they refresh their view

Highlighting what changes and the critical path: I can set up a view that marks items on the critical path and I can set up a view to highlight any dates that change based on a change I make earlier in the plan. This makes slashing timelines much much easier than most programs.

Collaborative notes: you can @ team members when adding notes. This is a great way to share project specific comments and also the system keeps a record of these conversations which can be useful for post mortems.

Reports: You can create custom reports and share them with your team so they can pull similar reports for their own projects

Export: I'm not wild about the export options. We created a custom project plan formatter to turn the ugly export in CSV to a customer facing color coded PDF. It's not super easy to give your customers something pretty to look at (although they do offer PPTs)

Gantt Charts: All I want in life is a nice little high level set of milestones to pop into a slide I'm showing to a steering committee. It's just not something the system does. I've just had to screen shot a hard to read gantt from the system or recreate in PPT or Visio. No fun

Speed: I am not sure what's going on here but Clarizen can be pretty slow to update small changes to project plans. It's rough when you have a laundry list of changes to make but the system is waiting

It's really well suited to keeping you on task and sharing information with your team. It's not great if you need to export data. And since lots of people use older tools like MS Project, chances are you will have to export. I'd highly recommend this for internal projects or projects where most of the team is internal. It's very easy to use and a lot more functionality that is useful to my day to day work than MS Project offers.

Our team used to use Clarizen to track employee time and expenses. Time tracking is imperative to what we do, and we use the information we gain from time tracking in numerous ways across our organization. From a project management standpoint, Clarizen was the software we turned to house and mine that data, while also tracking expense reports.

Yes, Clarizen has time tracking functionality. But in the end, so does much other software, and they do it with a better, less confusing interface which is one of the reasons our organization ended up switching. The platform was crowded and made it confusing for users who only used it to track time (like me).

Our organization also wanted software that would better house PTO information, in addition to time tracking, and Clarizen's program wasn't efficient enough.

The point above also goes with expenses. We wanted a more diligent and robust expense report system. For our needs, Clarizen wasn't it.

Clarizen got the job done with time tracking and expense reports, but it didn't do enough to make our organization continue using it. We ended up switching because the key stakeholders (resource management) were unhappy with its offerings. This might be a good fit for smaller organizations that require less feature and capabilities. Instead, our company switched to OpenAir, which has more robust time tracking, expense reports, and PTO accrual and monitoring programs.

Clarizen is used across our entire organization for client project management, project financial reporting, and time and expense reporting. We use it as a core project management tool for our professional solutions, as well as for internal projects and time management.

Clarizen is great as a supplement to solid project planning, and can be utilized to foster collaboration between remote resources or teams. However, its project financial tracking functions aren't fully fleshed out, and its 'all-in-one' modules for things like time and expense reporting are lacking compared to competitors. Clarizen also doesn't have much in the way of built-in BI or analysis tools. My organization also struggled a lot with integrating Clarizen with our CRM and accounting tools. It is definitely not a plug-and-play integration.

Clarizen was implemented across the whole company when I started working here. It was used for time tracking, timesheet submission and client workload accountability. It addressed the problem of tracking time across multiple client projects in an accountable way for the HR team but was not well liked by the general users.

Clarizen is useful for time tracking and time sheet submission for agencies/companies with many different projects and clients to keep track of. I felt it was more designed for the administrator and less for the general employee to use. We could not easily access PTO accrual or project codes ourselves.

Resource Allocation - Understand how many projects are going at once, forecasts how many hours are needed to complete a project and understand which resource is the best fit for the project.

Internal Communication - Clarizen allows for a place to discuss specific tasks or projects between the project team. The ability to leave notes on the task level allows the entire team to review decision points and helpful information that has caused a delay.

Clarizen was used by my marketing agency as a way to manage employee bookings, track time and manage travel arrangements. There were many functions of Clarizen that we didn't use, but it was a way for us to see which resources (people) had availability to work on upcoming projects and also keep track of individual time on multiple projects (most people were working on many tasks at once).

Clarizen is fantastic if you want to create transparency across disciplines in an agency setting. Project and account managers can easily see which members of different teams (creative, development, etc.) are available weeks or months in advance. Our project managers seemed to find it easy to book resources through Clarizen. It would be less appropriate for smaller teams, or teams all working in one office. We used it to manage teams across 5 locations in 3 time zones.

Our team uses Clarizen as a project management tool. It helps us set up timelines for our clients. Our users can make sure the project remains on track, lets them enter notes and we can also see the status of other projects for the same client within our company.

Clarizen is used through most of our business to push work orders through from salesforce and assign work to resources throughout the company. It helps to provide structure and organize when projects are going to complete.

Well suited for project management and creating rules to workflow that can be automated. It does seem to be difficult to report on items and get this information than from salesforce. It might be easier now than when I tried it in the past but due to that I mainly use Salesforce for it.

It's very program heavy. There is a lot of coding. If this could be simplified I think that would be great

There's so much in it, I don't think it's clear on its capabilities. So many features are being lost. I think we need to improve the communication with our point of contact at Clarizen to explain other features. We may know all that are applicable to use, I'm not sure.

The layout could use very slight modifications. There is often a lot being displayed that can be overlooked.

Clarizen is currently being utilized by the Tulare County Information and Communications Technology Departments PMO for project management. When we made the selection and subsequent move to Clarizen we were using Sciforma (PSNext) which held many problems that needed to be solved. For example:

A lack of project metrics, which led to “guesswork” on behalf of project managers and the PMO

Weak or non-existent effort data, which made it impossible to accurately track time spent on projects

An absence of work notes -- the PMO had no idea what was going on outside of weekly project meetings

Resource Utilization, Considering prior to using Clarizen resource utilization was guesswork on the part of the Project Manager I would have to say having any realistic visibility much less the excellent level Clarizen provides is only to be said as exceptional.

Clarizen API, We made heavy use of the API integrating Clarizen with two core systems already in use at TCiCT. We integrated actual effort with Service-Now and our homegrown time management software.

Project Reporting, Clarizen provides an excellent built in reporting tool that as of late is only getting better with the ability to create custom dashboards directly through the software. Providing management with well laid out project metric data is as important as keeping your project on schedule.

Honestly I am so impressed with what Clarizen can do I haven't had time to stop and think about what it doesn't. If I had to pick something I would say it could provide a graphical interface for simple workflow rules.

I have had the pleasure of seeing Clarizen implemented in many different ways by many different organizations. I attended an event where we received presentations from a few organizations and I was blown away at the vast differences in implementations. Clarizen is not a one size fits all. Clarizen is a "How can we fit you" company. There is one key question to ask during a selection process. What are my requirements? Clarizen will meet them, will others? Here were our key requirements (I fully expect yours to be different):

The Clarizen tool (V6) is likely the most configurable SaaS tool available in the PPM world - especially when it comes to the user interface. Meeting a company's need for custom fields & workflows to support unique processes is a major selling point of the tool.

Training and support for the tool is nearly unprecedented - there is high involvement from Clarizen staff to ensure both Administrators & End-Users have the assistance they need to utilize the breadth and depth of the offering in both a highly usable & highly available manner.

I believe one of Clarizen's strongest points of appeal is that it seems to be able to uniquely meet the needs of the SMB all the way up to true enterprise requirements for PMO's.

While V6 has brought with it a phenomenal amount of customization of the entire user-interface, I think there is a need for Clarizen to strike a better balance in providing a greater set of pre-configured interface & workflow options for those organizations that don't need that level customization, as it can be overwhelming.

The weakest point of Clarizen today in my mind is the "interactive" Gantt - it is surprisingly limited in configuration options and somewhat clunky in its current design.

-- That being said, I know that within 2014 they have committed to rolling out a new interactive Gantt consistent with their updated HTML5 UI overhaul and based on the innovation updates, looks very promising.

Though it's understandable from the need to "support" the infrastructure (and from a revenue perspective, I'm sure), I think the current licensing limitations on workflow rules, but more importantly custom field creation, as well as the process by which those limitations are "calculated" is a little convoluted.

The mobile "app" is desperately in need of some work - it does very little in terms of value of end-users.

-- Again, that being said, I know that within 2014 they have committed to rolling out a new mobile app that more consistent with the main UI standards.

It doesn't give good direction for how to do the things it does well. Some other PSA software have a method they ask you to adopt. Clarizen is almost too flexible out of the box, but it's also a strength.

This is the fourth PSA I've used and/or administered. So far, it's the one that does the most and is most flexible. It can be molded to fit a larger number of organizations than the previous offerings I've used or the half-dozen we looked at during our review process.

Clarizen is used to manage and coordinate activities for a portfolio of projects utilizing a shared resource pool. Prior solutions could not adequately manage resource workload. Clarion offers high-level and detailed views so we know that projects will be completed on time.

I have had very good experience with Clarizen. The product is robust though could use minor tweaks. Clarizen is on a predictable upgrade cycle and offers great training programs. The customer success managers are knowledgeable and willing to help. I'll continue to promote Clarizen to anyone who will listen.

I think this is best suited for organizations where PM's have many projects to manage at once. This allows you to see a high level view of all of your projects and the percentage complete. You also have the ability to view all tasks sorted by when they should be completed, so that you can track what is coming up and any tasks that you or a colleague are expected to complete in the near future.

Clarizen is utilized by all departments in the organization to manage projects large and small of both internal and external nature. Clarizen addresses the core business problem of collaborative project implementations through an easy and user friendly solution. The application is accessible both via the web and mobile devices providing extraordinary flexibility to the project team thus bypassing long interval updates.

My main question for any customer in the selection process would be: How likely is your team to use project management software and dedicate time to implement? This is the important in deciding whether any project management software will work for you. Clarizen is probably the best program I have used to date for the application.

Clarizen was first implemented to fulfill a need within the Web Production/ Web Marketing organization as a way to manage KTLO activities. It quickly morphed in the central tool for managing all work streams, programs, projects and maintenance. With our success of using it to ring a multi-year, multi-million dollar project to market, several other groups/ PMOs within the organization took interest and began adopting Clarizen. Principally, it allowed for high visibility and predictability into project health, while allowing improved communication within project teams.

Exceptional UX, with a high degree of client accessible customization allowed us to tailor the experience and workflows to our unique business needs.

Communication integration and capture, with document association allowed remote/off-shore teams to be more effective. As a more open system we were free to choose a technology for document management that worked best for us; rather than a proprietary system which Clarizen replaced.

Client engagement; extremely responsive to feature requests, and worked collaboratively with us to match the tool to our needs. I've never worked with a professional services team who was so willing to teach me how to fish when it came to running and customizing the tool.

They may have already addressed this since I last worked with the tool; agile and particularly hybrid project methods are becoming more common. Their initial capability in 2013 was a little weak in this area when compared to software specific tools such as Jira.

I never really came across an issue that couldn't be addressed via customization, and or an app from the marketplace. Workflow automation is the most complex piece to implement, so if your organization needs it you should be very clear in explaining how you need to leverage the tool upfront. We experienced some initial delay by not looking inward before trying to kick off implementation.

At my current job, I use Clarizen for project management. I have a project created for each client and tasks within those projects to help keep me on task. Most of our departments use Clarizen for project management; there are only two departments that do not (sales and lead management). Clarizen helps address organizational issues that can occur when a company has too many clients or projects. It allows us to keep other departments on task and to review each other's workload.

One of the areas where I could see improvement would be that the program allows you to know if you are falling behind on a project, it will say "At Risk". I would like for it to go into detail telling how many of those tasks are late. I think that would help eliminate additional time and additional filters.

For specific tasks which have a certain turnaround time, it would be nice if the turnaround time auto-populated.

Rarely, when an email is sent out through a project or task, there is an error message stating that the email never sent. But, I will receive the email anyway. Probably just a small bug that needs fixing.

Clarizen is a great tool for my company, which needs constant project management. In our company, client projects change so quickly and it allows all departments to stay on track, as well as keep in great "trackable" communication. The accountability of each department can be quantified which is another excellent quality. I will continue to use Clarizen for my daily work and recommend it to others in need of project management software.

Clarizen was implemented as a Web 2.0 collaborative planning tool, where the teams can update the status of progress on their own. We implemented our roadmap projects planning on Clarizen. It was used by only team heads, because of the limited budget, although this limitation was mentioned now and again. The business problem it solves is at the project management level, and provides real time visibility of the status of the projects.

I previously used Clarizen at a IT-start up. I helped in the evaluation of this product for this firm as a Project Manager. I used it for several weeks during this evalution period developing several dozen projects in the Clarizen tool. The evaluation covered both the base use of this tool for PM work as well as its colaboration capabilities. In the end, this company decided to not go forward with Clarizen due primarily to its slow reponse time in the cloud. Even with a LAN connection, there were times during the day when the tool would bog down and not work fast enough to allow productive use of the tool itself. Now this evaluation was done during Sep/Oct 2013, and the vendor may have updated their server capacity and performance to address this issue since this time period.

Personally, I thought this tool was OK to use. It did have a few issues to pick on it:

1) Copying projects from / to MS Project didn't work very well which made conversions difficult.2) When adding tasks to a project, sometime Clarizen would put those new tasks in the wrong place in the project and would fight me at times to correct this result via cut/paste or moving of tasks. I'm not sure if this was a result of the times when the Clairzen servers would bog down, but there were times when this one issue would cause me to spend needless hours correcting very simple changes to project plans.3) You could add files and collaboration information to projects at the project level (potentially quite useful feature for collaboration and project tracking). It would have been better to also allow this feature at the task level to allow this feature to be used in larger project plans which might have a number of smaller project plans contained inside an overall larger project.

Overall, this tool shows promise. If the vendor can address some of the issues above as well as the performance of the tool itself during heavy usage, it has the potential to be a very useful tool for employers who have significant software development work.

Adding files and documentation to projects aided in tracking activities and collaboration.

The collaboration features of the tool allowed for a group of software developers to collaborate well together even if they were not all physically together in the same location or working in the office at the same time. This would be helpful for those who have virtual teams spread across geographies and time zones.

Clarizen was flexible enough to support both PMBOK and AGILE methodologies

It needs better cut/paste/move options for tasks within projects or sub-projects within projects

The feature to add files/documentation to a project if expanded to the task level would allow for better collaboration in larger projects that span several sub-projects.

At the time of my use, the tool sometimes got bogged down to heavier use. Better capacity planning and performance in the servers used by the vendors would help make this tool a much better one to use.

Clarizen is suitable for both projects in PMBOK and AGILE methodologies. If a company is converting to Clarizen from another tool, an evaluation of the number of current projects is needed since moving current projects from other tools to Clarizen might be a challenge. Since of your firm and how many concurrent users will be an issue - need to test in your environment to make sure it can keep up with your overall companies needs.

For project management, this software is exactly what you need. Multiple projects (with subprojects) can be set up and viewed at a glance to evaluate progress. Project specific information and charts can be provided to clients at a moments notice and once set-up, projects are easily copied and used as templates for future work. The devils are always in the details, and there is no shortage in the details that may be incorporated into this system. Depending on your needs, this software can probably do it - it will just take a little time to get everyone on board.

Global Strategic project management tool as well as our PPM system of choice for divisional and tactical initiatives. It allows our organization to be successful driving projects towards success at both the C-suite and departmental levels.

Well suited for the simplicity of business users, and comparable product to higher end expensive tools like MS Project suites. Although not much in the way of reporting and graphical/statistical presentations and scorecarding, it does have an standard API tool to interface with other tools of that trade.

About Clarizen

Clarizen is a global leader in collaborative work management software. The vendor’s value proposition is that their enterprise-grade SaaS solution simplifies work, reduces communication overload and provides extensive visibility at any level of the enterprise. Clarizen enables users to connect employees and partners, sync planned projects with unplanned activities and create documents, reports and specialized workflows. The vendor says this helps users work more effectively, adapt to change faster and achieve objectives with greater productivity.

The Clarizen platform is built on a secure, scalable platform and is designed to work across multiple teams to enable cross-company task, project, and resource management. The vendor says their solution enables users to work with colleagues and customers from a single system of record that gives them:

Configurable workflow automation – Trigger actions on literally any item in the system, making Clarizen the most flexible solution in the market

In-context collaboration – Communicate with colleagues and customers, and track those discussions directly on their tasks, documents, projects and reports

Tailored experience – Simplify the work management experience by role or organization